CWM

Copia Wealth Management Portfolio holdings

AUM $135M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$5.48M
3
+$4.85M
4
BUXX icon
Strive Enhanced Income Short Maturity ETF
BUXX
+$4.72M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$4.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.91%
2 Consumer Discretionary 2.42%
3 Industrials 2.06%
4 Financials 0.82%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$68.9K 0.07%
+1,427
127
$68.1K 0.06%
+406
128
$67.9K 0.06%
+3,499
129
$67.6K 0.06%
+355
130
$64.3K 0.06%
+1,328
131
$64.2K 0.06%
+192
132
$61.8K 0.06%
+1,181
133
$61.7K 0.06%
+2,262
134
$61.4K 0.06%
+346
135
$57.9K 0.06%
+450
136
$54.2K 0.05%
+1,038
137
$53.7K 0.05%
+554
138
$53.6K 0.05%
+1,240
139
$53.3K 0.05%
+929
140
$53K 0.05%
+1,502
141
$51.9K 0.05%
+1,085
142
$51.3K 0.05%
+580
143
$51.1K 0.05%
+226
144
$50.4K 0.05%
+375
145
$50.2K 0.05%
+971
146
$49.8K 0.05%
+85
147
$49.6K 0.05%
+204
148
$48.7K 0.05%
+1,125
149
$47.7K 0.05%
+1,500
150
$47.1K 0.04%
+121
4 5
6
7 8